BMO Family Office
BMO Private Bank
Tom serves as an advisor to high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations, and assembles the appropriate team of professionals to provide a full range of wealth services as part of an overall wealth management strategy. He joined the organization in 2015 and has over 10 years of experience in the financial services industry.
Tom graduated from Arizona State University with a degree in History and obtained a Master’s degree in Central & Eastern European Studies from Jagiellonian University in Krakow, Poland. He earned his Certified Financial Planner® designation in 2010.